Charles Schwab’s Callidus Software, Inc. CALD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-354,959
| Closed | -$12.8M | – | 3222 |
|
2018
Q1 | $12.8M | Buy |
354,959
+14,594
| +4% | +$525K | 0.01% | 1322 |
|
2017
Q4 | $9.75M | Buy |
340,365
+25,145
| +8% | +$720K | 0.01% | 1491 |
|
2017
Q3 | $7.77M | Buy |
315,220
+38,743
| +14% | +$955K | 0.01% | 1621 |
|
2017
Q2 | $6.69M | Buy |
276,477
+11,564
| +4% | +$280K | 0.01% | 1634 |
|
2017
Q1 | $5.66M | Buy |
264,913
+26,464
| +11% | +$565K | 0.01% | 1689 |
|
2016
Q4 | $4.01M | Buy |
238,449
+23,878
| +11% | +$401K | ﹤0.01% | 1861 |
|
2016
Q3 | $3.94M | Buy |
214,571
+19,102
| +10% | +$351K | ﹤0.01% | 1804 |
|
2016
Q2 | $3.91M | Buy |
195,469
+3,312
| +2% | +$66.2K | ﹤0.01% | 1719 |
|
2016
Q1 | $3.21M | Buy |
192,157
+19,030
| +11% | +$318K | ﹤0.01% | 1782 |
|
2015
Q4 | $3.22M | Sell |
173,127
-10,086
| -6% | -$187K | ﹤0.01% | 1805 |
|
2015
Q3 | $3.11M | Buy |
183,213
+80,667
| +79% | +$1.37M | ﹤0.01% | 1779 |
|
2015
Q2 | $1.6M | Buy |
102,546
+13,800
| +16% | +$215K | ﹤0.01% | 2200 |
|
2015
Q1 | $1.13M | Buy |
88,746
+8,200
| +10% | +$104K | ﹤0.01% | 2325 |
|
2014
Q4 | $1.32M | Sell |
80,546
-174,780
| -68% | -$2.86M | ﹤0.01% | 2231 |
|
2014
Q3 | $3.07M | Buy |
255,326
+16,546
| +7% | +$199K | 0.01% | 1714 |
|
2014
Q2 | $2.85M | Hold |
238,780
| – | – | ﹤0.01% | 1777 |
|
2014
Q1 | $2.99M | Buy |
238,780
+102,890
| +76% | +$1.29M | 0.01% | 1712 |
|
2013
Q4 | $1.87M | Buy |
135,890
+79,990
| +143% | +$1.1M | ﹤0.01% | 1960 |
|
2013
Q3 | $514K | Hold |
55,900
| – | – | ﹤0.01% | 2537 |
|
2013
Q2 | $373K | Buy |
+55,900
| New | +$373K | ﹤0.01% | 2641 |
|